Help Center

Introducing Elation's Patient Longitudinal Record (Enterprise Only)

Last Updated: Mar 29, 2018 02:55PM PDT

What is PLR?

PLR stands for the Patient Longitudinal Record. Conventional "enterprise chart" systems allow for a single patient chart to be accessible to and editable by anyone within a network. PLR improves upon this model by allowing individual practices to curate and maintain their own chart for any patient, while simultaneously granting them secure, on-demand access to the documentation of other providers caring for that patient.

How does PLR work?

The PLR is a vehicle to effortlessly share clinical information to all providers caring for a patient, enabling each individual provider to deliver more comprehensive care. Think of it like a cloud of patient information that one can access on demand; notes, reports, orders, and data that would otherwise be locked behind the walls of an individual practice are now easily accessible and able to be directly imported into your version of the patient’s record.

Coordinated Care

The PLR makes it easy for collaborating providers to monitor the activities of their peers. When one provider signs a visit note or receives lab results, she can immediately make that information available to all other providers to which she is connected. Those other providers can quickly search and find that information, and choose to import it into their records. The PLR allows each practice to carefully curate their own record for each patient.


Imagine your own notes supplemented by a reservoir of knowledge, statistics, and documents from a care team you trust. PLR puts this hub at your fingertips for more informed clinical decision making, easier government attestation, less painful auditing, and more.

Uninterrupted Communication

No more faxing referrals, requesting records, or chasing down lab results, if one provider has the data, so do you. You can always opt to make an item "Confidential" and it will not be shared.

Find anything with the Search Bar

Elation’s Chart Search now features filters to make it easier for you to quickly find exactly what you’re looking for. 
  • The Shared By filter allows you to display documents shared by other providers
    • e.g. “Shared By: John Smith, MD” would filter your Chronological Record to show only documents that have been shared with you from John Smith’s chart.
  • The Type filter allows you to display specific kinds of documents
    • e.g. “Type: Visit Note” would filter your Chronological Record to show only Visit Notes

How does it work?

  1. Click into “Search” bar, which is now always positioned at the top of the chart

  2. Select your filter (“Shared By” or “Type”), or as always search by typing anything into the search bar
    • If you select SHARED BY, the menu will change to show a list of all providers sharing with your practice via PLR. Select a name from the dropdown menu to reveal all items shared with you by that provider. The filter “Shared By: All Sharing Providers" will show all documents, including your own and everything shared by the other collaborators: a view very much like the conventional “enterprise chart.”
    • If you select TYPE, the menu will change to show a list of all available document types that you can filter by, including Visit Notes, Non-visit Notes, Orders, Reports, Messages, etc.
    • You can combine SHARED BY and TYPE filters to filter to a specific type of document shared by a specific provider.
      • e.g. “Shared By: John Smith, MD” + “Type: Reports” will filter your Chronological Record to show just Reports shared by John Smith.

Compare your Clinical Profile with other Practices

As the PLR allows each practice to curate their own chart for each patient, this means that each practice can maintain their very own version of the patient’s Clinical Profile on the left side of the Elation chart. Elation makes it easy to compare your Clinical Profile with the that of each other Practice that you share with via PLR, and with the click of a button, you can pull any information from another practice’s Profile into yours.

How does it work?

  1. Click on Updarte in the top left of the patient’s Clinical Profile.

  2. Select the practice with which you would like to compare from the list on the left:

  3. Review the content and compare with your own Clinical Profile.
    • Any item that was added or edited by the practice since the last time you reviewed this Clinical Profile is marked with  and highlighted in blue in the list. 
  4. Use the different Import buttons to pull any item into your Clinical Profile.
    • You have the freedom to import only what is relevant to you: import an entire section with “Import All”, import only the New items within a section with “Import New”, or import items one-by-one. 
  5. When you’re finished, select Acknowledge.
    • Click the Acknowledge button in the top right of the window. Doing so will update the timestamp indicating when the profile was reviewed and by whom, as well as clear all of the highlighted “new” items. 
    • The "Import New & Acknowledge" button will import any new information and acknowledge it at the same.

Navigate a Streamlined Chronological Record

The new design of the Chronological Record allows you to more easily scan the complete record of patient care, now including new information from other care collaborators.

Work Quickly

The look and feel of the chart has been updated to make it easier to read and scan information. New icons make it easier to identify each different type of document in the chart.

The Actions menus on each item have also been redesigned to make it quicker to take action on anything.

Easily Identify Care Team Contributions 

The background color and source information on each document in the chart help you distinguish what you’ve incorporated into your patient record and what you haven’t.
  • Documents with a white background are documents that you’ve signed into your patient record 
  • Documents with a gray background are ones that have been shared by other providers via PLR and have not been signed into your record
  • For anything coming from the PLR, the name of the provider who shared it will be displayed off to the right

Keep it “Confidential”

If you don’t want to share a particular item with other providers, mark the item as “Confidential”. Confidential items are clearly marked in your Chronological Record so there is no confusion over what is shared and what is not.

Import a New Patient Chart from the PLR

If a provider in your practice is seeing a new patient that already has a record in another practice in your community network, you can pre-populate the new chart in your practice using their information. It’s an incredible way to save time.

1. When you search for a patient record using “Find Chart” from the main menu or when creating a new appointment in the schedule, you’ll see search results for both patients in your practice as well as other patients in your community network.

2. If you find a matching patient within community network, click on his or her name.

3. You will immediately be prompted to confirm that a provider in your practice is a new provider for this patient. Select the relevant provider from the menu and click “Agree & Continue” to create your new chart. Note: At this point, all other providers in community network caring for this patient will be alerted that your practice has access to their information, and that they will have access to new information created by your practice about this patient.


1. Will I know when a new provider in my community network starts seeing my patient (and starts sharing with me via PLR)?
  • Yes, you will receive a Requiring Action notification that explains that PLR sharing has been initiated with the new provider.


2. How can I find other providers’ documents and incorporate them in my chart? Will I be notified of new items?
  • You can find other providers’ items using the Chart Search feature and filtering by “Shared By”.
  • When new documents become available to search in the PLR, you will see a notification at the top of the chart explaining how many and what types of documents are available.


3. How can I tell with whom I am sharing my patient’s record via the PLR?
  • You can quickly tell who else has access to your patient chart by consulting the Patient’s Provider List, which you can access by opening the Directory.
  • Providers that you’re sharing with will be indicated in the list.


4. How do I know what items I am sharing with other community network providers?
Document types that will be automatically shared between all providers in the community network:
Note: Providers in the community network will only be eligible for PLR sharing if they are on the Patient’s Provider List (i.e. indicated as being active in the care of the patient)

Visit Notes and Non-visit notes shared by other providers will be categorized as Consult Reports in the PLR:


Medication orders from other providers will not show up in your Chronological Record, instead they will appear highlighted when comparing between Clinical Profiles (which you can access via the Clinical Profile Compare window)
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